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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1101
Arrow Financial
New York
$3K -$19.8K -2,300 -87%
MIM
1102
Macroview Investment Management
Maryland
$3K
NCM
1103
Next Capital Management
New York
$3K
OFW
1104
Omnia Family Wealth
Florida
$3K
SNT
1105
Security National Trust
West Virginia
$3K
TCM
1106
TD Capital Management
Tennessee
$3K
TFO
1107
Tarbox Family Office
California
$3K +$1.37K +160 +121%
TA
1108
TCG Advisors
Texas
$3K +$3.02K +352 New
RWM
1109
Raffa Wealth Management
District of Columbia
$2.53K
MG
1110
MilWealth Group
Wisconsin
$2.27K
TAIM
1111
TD Ameritrade Investment Management
Nebraska
$2K -$26.8K -3,115 -94%
BWA
1112
Burt Wealth Advisors
Maryland
$2K
CA
1113
Centerpoint Advisors
Massachusetts
$2K
FA
1114
Financial Advantage
Maryland
$2K
GSC
1115
G&S Capital
Colorado
$2K
PCTC
1116
Perkins Coie Trust Company
Washington
$2K
TCA
1117
Tortoise Capital Advisors
Kansas
$2K
HCA
1118
Horan Capital Advisors
Ohio
$2K +$1.49K +174 New
SFA
1119
Semmax Financial Advisors
North Carolina
$2K +$1.81K +211 New
JPLA
1120
Joseph P. Lucia & Associates
New York
$1.15K +$91.9K +10,695 New
BWA
1121
BDO Wealth Advisors
Florida
$1K -$48.8K -5,680 -98%
AWM
1122
Avondale Wealth Management
Texas
$1K
EWM
1123
Edge Wealth Management
New York
$1K
FBT
1124
First Bank & Trust
South Dakota
$1K
FPFS
1125
First Personal Financial Services
North Carolina
$1K